Larson Financial Group’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.64M | Sell |
10,708
-277
| -3% | -$183K | 0.2% | 85 |
|
|
2026
Q1 | $5.91M | Buy |
10,985
+646
| +6% | +$366K | 0.19% | 98 |
|
|
2025
Q4 | $5.28M | Sell |
10,339
-1,106
| -10% | -$517K | 0.18% | 109 |
|
|
2025
Q3 | $4.83M | Buy |
11,445
+498
| +5% | +$191K | 0.17% | 118 |
|
|
2025
Q2 | $3.59M | Buy |
10,947
+8,118
| +287% | +$2.51M | 0.14% | 141 |
|
|
2025
Q1 | $887K | Buy |
2,829
+25
| +0.9% | +$8.81K | 0.04% | 289 |
|
|
2024
Q4 | $977K | Buy |
2,804
+81
| +3% | +$28.5K | 0.05% | 248 |
|
|
2024
Q3 | $882K | Buy |
2,723
+282
| +12% | +$83.5K | 0.05% | 244 |
|
|
2024
Q2 | $676K | Buy |
2,441
+334
| +16% | +$95.4K | 0.05% | 230 |
|
|
2024
Q1 | $621K | Buy |
2,107
+47
| +2% | +$12.1K | 0.05% | 204 |
|
|
2023
Q4 | $494K | Sell |
2,060
-9
| -0.4% | -$2.05K | 0.04% | 223 |
|
|
2023
Q3 | $473K | Buy |
2,069
+935
| +82% | +$226K | 0.05% | 202 |
|
|
2023
Q2 | $278K | Sell |
1,134
-37
| -3% | -$8.38K | 0.03% | 265 |
|
|
2023
Q1 | $280K | Buy |
1,171
+69
| +6% | +$16.8K | 0.03% | 275 |
|
|
2022
Q4 | $267K | Sell |
1,102
-28
| -2% | -$6.66K | 0.03% | 262 |
|
|
2022
Q3 | $230K | Buy |
1,130
+614
| +119% | +$131K | 0.03% | 260 |
|
|
2022
Q2 | $100K | Hold |
516
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $106K | Hold |
516
| – | – | 0.02% | 268 |
|
|
2021
Q4 | $113K | Buy |
516
+483
| +1,464% | +$110K | 0.02% | 256 |
|
|
2021
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $8K | Hold |
33
| – | – | ﹤0.01% | 594 |
|
|
2021
Q1 | $9K | Hold |
33
| – | – | ﹤0.01% | 565 |
|
|
2020
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 536 |
|
|
2020
Q3 | $7K | Buy |
33
+1
| +3% | +$199 | ﹤0.01% | 478 |
|
|
2020
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 346 |
|
|
2019
Q3 | $5K | Buy |
32
+1
| +3% | +$160 | ﹤0.01% | 361 |
|
|
2019
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $4K | Buy |
+31
| New | +$4.38K | ﹤0.01% | 292 |
|
Other funds holding CMI
Larson Financial Group's CMI Position: Q2 2026 in Review
Larson Financial Group reduced its Cummins (CMI) stake by 2.5% in Q2 2026, selling an estimated $183K and leaving 10,708 shares worth $7.64M. The position accounts for 0.2% of the portfolio, ranked #85.
Larson Financial Group first reported a position in CMI in Q4 2018 and has held it in 31 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.
- Larson Financial Group held 10,708 shares of Cummins worth $7.64M as of Q2 2026.
- Larson Financial Group sold 277 Cummins shares in Q2 2026, an estimated $183K.
- Cummins made up 0.2% of Larson Financial Group's portfolio in Q2 2026, its #85 holding.
- Larson Financial Group first reported a position in Cummins in Q4 2018 and has held it in 31 quarters since.
- 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.
Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.